It makes sense: tablets are a very fast growing category, and
very good to gaming, so it's almost a truism that it would be the
fastest growing platform for gaming.

But it does have some pretty deep implications.

As Riccitiello said, tablet performance will improve and we'll
one day have tablets with graphics as good as today's consoles.

But more importantly, tablet gaming changes the business model of
games makers. The first obvious point is that games makers have
to kick in 30% of everything to Apple.

But the more subtle point is that we're moving to a world of
games as a service, rather than a product:
increasingly, games make money through selling virtual goods and
upgrades rather than an upfront payment. That's a very different
business model than the current games business model, which is
basically like a movie: spend tons of money making a game and
promoting it, and make almost all of your money in the few
crucial weeks of the launch.